What is Automatic Field Matching?

Automatic Field Matching allows iTWO cx to match your Document number with preconfigured User Field values during an upload. This will then populate those fields on upload without needing any user interaction to make your Document uploads very efficient and quick.

Guidelines for Document Number and Pattern Set Up

The Pattern is usually configured based on how your Document Number is formed.

If a strict numbering format applies to your project, an automatic numbering pattern will be useful in filling out meta data for your documents quickly.

An example Document Number

DEMO-MC-DWG-ELE-0001 [a] Electrical Drawing 0001.

In this instance.

• DEMO - is the Project Name.
• MC- Is the Code of the Company that is uploading.
• DWG - This defines the type of document this is - DWG is the Code for the option of Drawing Type.
• ELE - This defines the discipline this document belongs to - ELE is the code for the option of Electrical Discipline.

Project-Company-Type-Discipline

Type and Discipline are first set up as user fields. Click here for how to do this.

DWG

DWG is the Code for the option of Drawing in the Type User Field. Click here for how to view/edit this.

ELE

ELE is the code for the option of Electrical in the Discipline User Field. Click here for how to view/edit this.

Configure Automatic Field Matching

1. Navigate to Configure > Modules > Publication > Number

or

2. Publication Space > Settings

3. Click on the Numbering tab.

4. Edit Patterns or Add Row to create a new pattern. 

5. Select Add Row to create a new pattern.

6. Select the Company a you would like to add the Field Matching Pattern for.

This Company will then be shown in the table with the default pattern selected.

All companies option in contact picker

When creating Auto Field Matching patters, you can now apply it to All companies now with the new All companies option

To configure A New Field Matching Pattern

1. Click on the drop down list under Select a Pattern.

2. Give the Pattern a name.

To add a section to the pattern click +.

To remove click.

In this way select the pattern as follows.

 Ignore - Project is not set up as a user field, so there is no field to populate on the upload page. So we select ignore.

Select separator as

 Ignore - Company is not set up as a user field, so there is no field to populate on the upload page. So we select ignore.

Select separator as 

 Type - As shown above DRA is the type of the document. So we select Type to populate the Type user field with the value Drawing.

Select separator as 

 Discipline - As shown above, ELE is the discipline this document belongs to. So we select Discipline to populate the Discipline user field with the value Electrical.

So the pattern will now look like this.

 Ignore -  Ignore - Type - Discipline

Save the pattern and select it from the drop-down for your Company

How to use Automatic Field Matching

Now that the pattern has been set up you can upload a document in your standard document number format.

For example

DEMO-MC-DWG-ELE-0001 [a] Electrical Drawing 0001.pdf.

When a user from Company MC uploads this document the Type and Discipline field will automatically be populated in the Upload page.

What user field types supported for Auto Field Matching?

Currently this feature supports

 Text

 Select

Can you have more than 1 Field Matching pattern for one company?

Yes this is possible.